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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,489 | $133,981-7.8% | $112,249+10.0% | $134,532-8.2% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 11.83% | 47.16%-35.3pp | 27.48%-15.7pp | 418.27%-406.4pp |
| Employer contribution / active EE | $3,551 | $4,040-12.1% | $3,636-2.3% | $4,741-25.1% |
| Participant deferral / active EE | $7,199 | $5,292+36.0% | $4,729+52.2% | $6,401+12.5% |
| Admin fee / account holder | $2,057 | $7,492-72.5% | $6,412-67.9% | $11,429-82.0% |